actual - New Portfolio

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actual
Individual Investor
Ranked #27,557 out of 757,311 TipRanks' Investors
Success Rate
69%
129 out of 186
profitable transactions
Average Return
32.58%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.25% PM
7.95% ARCC
7.49% MO
7.28% BRK.B
7.25% ABBV
59.78% Others
By Assets
94.23% Stocks
5.77% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
24.81% Consumer Defensive
21.18% Financial
12.48% Healthcare
8.18% Utilities
6.17% Energy
27.18% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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i3tebngeb4o
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2b0rcecv284
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BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
Pre
0.53%
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$99.38B
-15.16%
DUK
Duke Energy
$115.14
$0.74
(0.64%)
Pre
0%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$88.91B
23.49%
SPG
Simon Property
$167.06
$2.71
(1.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$62.63B
43.84%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
Pre
0.09%
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$532.88B
20.80%
UL
Unilever
$64.32
$0.05
(0.08%)
Pre
0.37%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$160.33B
27.49%
PM
Philip Morris
$119.74
$1.22
(1.01%)
Pre
0.08%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$186.17B
22.55%
SO
Southern Co
$88.86
$0.15
(0.17%)
Pre
0.21%
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$97.26B
25.52%
MCD
McDonald's
$293.85
$1.82
(0.62%)
Pre
0.2%
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$210.79B
5.00%
WEC
WEC Energy Group
$93.78
$1.46
(1.53%)
premium
3 Buy
4 Hold
3 Sell
Hold
premium
$29.64B
7.60%
APD
Air Products and Chemicals
$287.72
$0.42
(0.15%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$63.96B
-2.55%
HSY
The Hershey Company
$195.52
$2.11
(1.07%)
Pre
0%
premium
1 Buy
14 Hold
2 Sell
Hold
premium
$39.55B
-7.48%
TXN
Texas Instruments
$207.60
$6.89
(3.43%)
Pre
0.77%
premium
8 Buy
13 Hold
3 Sell
Hold
premium
$189.55B
23.03%
GIS
General Mills
$74.90
$0.11
(0.15%)
premium
3 Buy
13 Hold
0 Sell
Hold
premium
$41.58B
13.71%
O
Realty Income
$60.70
$1.49
(2.4%)
Pre
0.13%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.86B
15.17%
PEP
PepsiCo
$174.66
$0.55
(0.31%)
Pre
1.06%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$239.91B
-1.74%
NEP
Nextera Energy Partners
$26.80
$0.96
(3.72%)
Pre
0.37%
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$5.01B
-47.97%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
Pre
0.08%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
25.70%
FDUS
Fidus Investment
$19.60
$0.17
(0.86%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$649.96M
6.88%
ENB
Enbridge
$40.39
$0.13
(0.32%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$87.99B
15.94%
HTGC
Hercules Capital
$19.57
$0.11
(0.57%)
Pre
0.87%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.18B
17.89%
MO
Altria Group
$50.23
$0.4
(0.79%)
Pre
0.3%
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$85.70B
17.58%
VGHAX
VGHAX
< FUND >
Vanguard Health Care Fund Admiral Shares
$98.38
$0.64
(0.65%)
premium
88 Buy
10 Hold
0 Sell
Moderate Buy
premium
11.18%
CVX
Chevron
$144.99
$1.03
(0.72%)
Pre
0.08%
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$265.17B
-13.90%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
Pre
0.05%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$989.74B
23.24%
ARCC
Ares Capital
$20.75
$0.41
(2.02%)
Pre
0.58%
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.08B
5.12%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
Pre
0.78%
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
90.38%
HD
Home Depot
$390.34
$6.33
(1.65%)
Pre
0.09%
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$387.72B
22.06%
LMT
Lockheed Martin
$565.18
$0.31
(0.05%)
Pre
0.15%
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$134.72B
32.38%
VZ
Verizon
$43.94
$0.06
(0.14%)
Pre
0.16%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.97B
31.38%
LOW
Lowe's
$261.00
$4.37
(1.7%)
Pre
0.02%
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$148.06B
17.99%
BTI
British American Tobacco
$37.57
$0.31
(0.82%)
Pre
0%
premium
premium
$82.88B
12.07%
MRK
Merck & Company
$117.23
$1.41
(1.19%)
Pre
0.19%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$297.16B
10.51%
AMGN
Amgen
$335.95
$3.03
(0.91%)
Pre
0%
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$180.52B
25.96%
EOG
EOG Resources
$125.20
$0.82
(0.66%)
Pre
0.6%
premium
11 Buy
11 Hold
0 Sell
Moderate Buy
premium
$71.19B
-3.58%
ORI
Old Republic International
$35.58
$0.07
(0.2%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.20B
28.43%
ADP
Automatic Data Processing
$277.69
$1.78
(0.65%)
Pre
0.43%
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$113.24B
12.23%
PRU
Prudential Financial
$121.80
$2.36
(1.98%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$43.48B
23.12%
UGI
UGI
$24.49
$0.34
(1.41%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.26B
-0.49%
OBDC
Blue Owl Capital
$14.94
$0.15
(1.01%)
Pre
0.33%
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.83B
6.33%
EVRG
Evergy
$61.07
$0.48
(0.78%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$14.04B
13.54%
MS
Morgan Stanley
$100.73
$1.43
(1.44%)
Pre
0.62%
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$162.97B
12.19%
ASGI
ASGI
< FUND >
Aberdeen Standard Global Infrastructure Income Fund
$19.91
$0.05
(0.25%)
premium
premium
$501.86M
16.11%